Last Week In Event SPACE: Kakaku.com, Austal, Swire Pacific, Ajinomoto Malaysia
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
119 Views
Guotai Junan (1788 HK): Get Involved Here
At 5.8%/15.5% gross/annualised spread, I'd be a buyer here. This is a pretty clean deal. The risk this is blocked is low.
224 Views
Guotai Junan Intl (1788 HK): A Good Enough Privatisation Price
Guotai Haitong proposes to privatise Guotai Junan International at HK$3.0, a 44.2% premium over the closing price, offering a higher-than-average...
181 Views
Merger Arb Mondays (10 Aug) - GJTAI, Con Aero, Get Nice, Cygnus, OOh!Media, Digital Hearts, JPMC
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
159 Views
Chinese Banks: New Asset Classification Rules | You Can Run but You Can't Hide
New asset classification rules have officially been announced. We see this as a long-term positive for the sector as regulators continue to bring...
733 Views